Growth-Focused Financial Advisor

Northwestern Mutual - San Francisco; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship & support

Flexible schedule

Retirement benefits

Community impact

Job summary

Northwestern Mutual - San Francisco is seeking a Financial Representative to build lasting client relationships through personalized financial planning and insurance solutions. You will work with individuals and businesses to understand needs, develop tailored plans, and support clients over time.

The role offers a collaborative team environment with opportunities for advancement and a commitment to professional development and work-life balance.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Provide ongoing support and adjust plans as circumstances change.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree

Job description

Northwestern Mutual - San Francisco is seeking a Financial Representative to build lasting client relationships through personalized financial planning and insurance solutions. You will work with individuals and businesses to understand needs, develop tailored plans, and support clients over time.

The role offers a collaborative team environment with opportunities for advancement and a commitment to professional development and work-life balance.